MultiEventer
Dryer sheet aficionado
- Joined
- Dec 1, 2009
- Messages
- 33
I FIRE'd in June this year. DW FIRE'd in 2015. We sold our home, bought a 41.5 foot 5th wheel and are pulling it with a 1 ton Dodge Dually around North America. It's been a great summer exploring state and national parks in Colorado, New Mexico and a little in Texas (our home) state we were are heading for the holidays with family.
We have been living off our cash and taxable investments up until this point. However, when I turn 55 this December, I'm going to start SEPP withdrawals from my one mine TIRA, leaving the ROTH's, DW's TIRA and taxables alone to grow.
I checked with my brokerage account (ETrade) and they have a form to fill out. They asked me to put my calculations for the SEPPS on the back of the form. Seems really informal.
I'll probably need to talk to one of their IRA experts but I wonder if anybody else had to do the same? Up until now, I've never done the calculations with pen and paper with the formula. I've just used on line calculators and spreadsheets to estimate my FIRE amount.
I'm wondering if they need to see all the math or just the basic info like my age, method, investment total, interest rate, base month and year etc..
MultiEventer
We have been living off our cash and taxable investments up until this point. However, when I turn 55 this December, I'm going to start SEPP withdrawals from my one mine TIRA, leaving the ROTH's, DW's TIRA and taxables alone to grow.
I checked with my brokerage account (ETrade) and they have a form to fill out. They asked me to put my calculations for the SEPPS on the back of the form. Seems really informal.
I'll probably need to talk to one of their IRA experts but I wonder if anybody else had to do the same? Up until now, I've never done the calculations with pen and paper with the formula. I've just used on line calculators and spreadsheets to estimate my FIRE amount.
I'm wondering if they need to see all the math or just the basic info like my age, method, investment total, interest rate, base month and year etc..
MultiEventer